Trainee Paraplanner-Darlington Area
suzannewishart
Member
Job Title: Trainee Paraplanner
Location: Darlington area
Sector: Financial Services
Salary: £20000 to £25000
Benefits: 35 hours, 24 days’ holiday (plus bank holidays, bonus, pension, DISx4, study support
Closing Date: 31/05/2019
Role
Do you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you!
We are a reputable, highly successful and award-winning Firm, an ‘Employer of Choice’. We have built an enviable business with clear focus on quality and by looking after both clients and their employees. Due to internal promotion, an immediate requirement for a Trainee Paraplanner has arisen, to join the team in the Darlington area. This is an outstanding opportunity for a talented and numerate individual. Exceptional training and mentoring will be provided, along with study support to achieve Diploma level initially, followed by the highly regarded Chartered status. The individual will then have the option to continue their career into Financial Planning or, remain in a paraplanning capacity, if so desired.
This is a varied and ‘full model’ paraplanning role, which will challenge your technical knowledge and analytical abilities. Responsibilities will include:-
· Extensive research
· Cashflow modelling
· Participation in client meetings
· Post meeting follow-up and providing recommendations
· Liaison with Financial Planner and internal departments
Qualifications
· Ideally hold either part, or full Level 4 Diploma in Regulated Financial Advice (or equivalent) with first time passe
Candidate Requirements
· Individuals must have some previous work experience, possibly gained within another Financial Services firm
· Keen to study and develop further
· Want to contribute and be part of a successful team
· Enthusiastic and ambitious
Please contact Suzanne at; suzanne.wishart@eldonfinancial.co.uk, 01325310000
No agencies please.